Lunch and presentation at the Missouri Athletic Club
March 13, 2017
Topic: My Way: What is the Donor’s Best Charitable Game?
Speaker: Stephanie Casteel
About the talk: Private foundations, supporting organizations and donor advised funds each offer unique benefits suited to particular charitable players and philanthropists. This program will cover the house rules of these different options to help you lead your philanthropic clients to the right table for their game. This program will explore: the basic rules applicable to private foundations; the effect of the Pension Protection Act (and subsequent regulations) on supporting organizations; and the practical implications of the new playing field.
Speaker bio: Stephanie (Stevie) Casteel practiced as a partner with the Tax/Trusts & Estates practice group at King & Spalding until that firm ceased practicing in this area in 2010. She is a founding partner of Wallace Morrison & Casteel LLP in Atlanta, Georgia and South Lake Tahoe, Nevada and is licensed to practice law in the states of Georgia and Nevada. Stevie’s law practice focuses primarily on sophisticated estate planning techniques, nuptial agreements, charitable planning, and exempt organizations, and domestic asset protection.
Stevie received her law degree with distinction in 1991 from Emory University College of Law, where she served as managing editor of the Emory Law Journal and was elected to Order of the Coif. Immediately after graduating from law school, she served from 1991-1992 as law clerk to the Honorable Morey L. Sear of the Eastern District of Louisiana. She graduated with honors from Agnes Scott College in 1988.
Stevie has been named a Georgia Super Lawyer by Atlanta Magazine annually since 2004 and as one of the Top 50 Women Lawyers between 2009 and 2011. She has been selected as one of Georgia Trend’s Legal Elite since 2012 and has been selected by her peers to be included in the Best Lawyers in America Guide in the areas of both Non-Profit/Charities Law and Trust & Estates since 2009. She also is listed in the High Net Worth Guide published by Chambers.
Stevie is a Fellow of The American College of Trust and Estate Counsel (ACTEC) and is an appointed member of its Charitable Planning and Exempt Organizations Committee and Asset Protection Committee, and serves as Chair of its Audit Committee. She serves as Chair of the Charitable Planning Committee of the Charitable Planning and Exempt Organizations Group of the Real Property, Trust & Estate Law Section of the American Bar Association (ABA), and she serves the ABA as the Probate and Trust Articles Editor for Property & Probate. She also serves as a member of the American Law Institute-Continuing Legal Education (ALI-CLE) Estate Planning Advisory Panel and as Co-Chair of the ALI-CLE program, Estate Planning in Depth, which takes place at the University of Wisconsin Law School every Summer. She has served as the primary drafter of the ABA’s comments to the IRS in response to the supporting organization Advance Notice of Proposed Rulemaking and Proposed Regulations and has participated in several direct conversations with the IRS concerning the new rules applicable to supporting organizations. In these roles, Stevie has developed a national expertise in estate planning, non-profit law, and charitable giving.
The American Law Institute has published a book co-authored by Stevie, entitled Estate Planning for Second Marriages. She has written articles for The Practical Tax Lawyer, EO Tax Journal, Property & Probate, Estate Planning, Atlanta Woman, Tech Journal South, The Georgia State Bar Journal, and Family Advisor, she has been quoted in Bloomberg, Worth Magazine, the Atlanta Journal Constitution, Pink Magazine, and The Sunday Paper, and she has appeared as a commentator on CNN and local Atlanta television stations. She has given lectures across the nation, primarily with regard to prenuptial agreements, exempt organizations, and charitable planning, to groups of the ABA, ACTEC, Heckerling Institute on Estate Planning, ALI-CLE, the Southern Federal Tax Conference, the American National Standards Institute, the Southeastern Conference of Foundations, the Georgia Federal Tax Conference, WEDU (Tampa, Florida) and the State Bar of Georgia.
Stevie is a member of the South Tahoe-Douglas Rotary Club and serves as the Counselor for the Rotary Youth Exchange Program. She also serves as a member of the Board of Directors of the ACTEC Foundation, the Board of Directors of the Barton Foundation, and the Planned Giving Legacy Committee of Children’s Healthcare of Atlanta.